ALPHA PHI HOUSE CORPORATION OF IOWA CITY (EIN 426074548) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

MONICA GAILES

Phone

8474750663

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI HOUSE CORPORATION OF IOWA CITY, founded in 1961, is a small nonprofit in the Recreation & Sports sector that reported $654K in total revenue in fiscal year 2024. Expenses of $612K left a modest 6% surplus.

Mission

PROVIDE FOR OUR MEMBERS A SAFE, QUALITY LIVING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND INDIVIDUAL AND CHAPTER SUCCESS. WE ARE COMMITTED TO FISCAL RESPONSIBILITY, OPERATING WITH INTEGRITY, HONORING TRADITION AND DEMONSTRATING MUTUAL RESPECT IN ORDER TO BE THE PREMIER FACILITY ON EACH CAMPUS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $653,502

Investment Income $52

Other Revenue $0

TOTAL REVENUE $653,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,849

Fundraising Expenses $0

Other Expenses $547,439

TOTAL EXPENSES $612,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$653,554	$612,856	+0.1%
Expenses	$612,288	$550,104	+0.1%
Net Income	$41,266	$62,752	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HANNAH MORTENSEN	PRESIDENT	3.00	Officer Director	$0	$0	$0
AMBER HARRIS	SECRETARY	1.00	Officer Director	$0	$0	$0
MONICA GAILES	TREASURER	1.00	Officer Director	$0	$0	$0
SARA MINARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ HOLLINGWORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISA WESTPHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
HANNAH MORTENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ISABELLA KUTCHEK	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$653,554	$612,288	$1,705,402	$41,266
2024	$612,856	$550,104	$1,682,220	$62,752
2023	$598,899	$528,110	$1,645,498	$70,789
2022	$582,580	$570,192	$1,601,998	$12,388
2021	$644,187	$468,917	$1,613,449	$175,270
2020	$527,799	$455,580	$1,313,087	$72,219
2019	$558,794	$491,492	$1,265,000	$67,302

ALPHA PHI HOUSE CORPORATION OF IOWA CITY